Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 675 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,400,977
shares
|
$627 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,472,381
shares
|
$259 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,361,341
shares
|
$251 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,028,959
shares
|
$226 Million
1.24% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,664,360
shares
|
$199 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,515,414
shares
|
$188 Million
2.81% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,191,824
shares
|
$164 Million
4.48% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,013,872
shares
|
$150 Million
4.2% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,697,691
shares
|
$127 Million
0.26% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,677,632
shares
|
$125 Million
4.32% of portfolio
|
Q4 2024
Added 94.81%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,540,954
shares
|
$115 Million
12.43% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,537,148
shares
|
$115 Million
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,525,591
shares
|
$114 Million
28.52% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
1,495,449
shares
|
$112 Million
21.95% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
1,485,905
shares
|
$111 Million
12.82% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,457,162
shares
|
$109 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,314,688
shares
|
$98.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,287,721
shares
|
$96.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,182,178
shares
|
$88.2 Million
0.02% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,130,298
shares
|
$84.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,112,408
shares
|
$83 Million
8.38% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,022,939
shares
|
$76.3 Million
13.81% of portfolio
|
Q4 2024
Added 40.27%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,013,547
shares
|
$75.6 Million
0.42% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,004,377
shares
|
$74.9 Million
9.19% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,004,197
shares
|
$74.9 Million
10.05% of portfolio
|
Q4 2024
Added 0.62%
|